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10 Best Performing SIP Plans for 10, 20 Year Investment 2019

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10 Best SIP Plans for 10 , 20 Year Investment 2019

Updated on July 15, 2019 , 7755 views

Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds.

SIP

Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.

Why Should you Invest in SIP or Systematic Investment Plan?

Some of the benefits of investing in a SIP are:

Power of Compounding

Systematic Investment Plans also offer the benefit of the Power of Compounding. Simple interest is when you gain interest on only the principal. In the case of compound interest, the interest amount is added to the principal, and interest is calculated on the new principal (old principal plus gains). This process continues every time. Since the mutual funds in the SIP are in installments, they are compounded, which adds more to the initially invested sum.

Rupee Cost Averaging

The biggest benefit that a systematic investment plan offers is Rupee Cost Averaging which helps an individual to average out the cost of an asset purchase. While making a lump sum investment in a mutual fund a certain number of units are purchased by the investor all at once, in the case of a SIP the purchase of units is done over a long period and these are spread out equally over monthly intervals (usually). Due to the investment being spread out over time, the investment is made into the stock market at different price points giving the investor the benefit of averaging cost, hence the term rupee cost averaging.

Affordability

SIPs are a very affordable option for the masses to start savings since the minimum amount required for each installment (that too monthly!) can be as low as INR 500. Some Mutual Fund companies even offer something called a MicroSIP where the ticket size is as low as INR 100.

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Risk Reduction

Given that a systematic investment plan is spread over a long period of time, one catches all periods of the stock market, the ups and more importantly the downturns. In downturns, when fear catches most investors, SIP installments continue ensuring the investors buy low.

Best SIP Plans for 10, 20 Year Investment in FY 19 - 20

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Small Cap Fund Growth ₹50.5354
↑ 0.22
₹1,992 500 -3.51.6-0.51319.6-19.6
Mirae Asset Emerging Bluechip Fund Growth ₹53.558
↑ 0.11
₹7,271 1,000 -0.77.211.31619.4-5.4
ICICI Prudential Banking and Financial Services Fund Growth ₹67.84
↑ 0.19
₹3,068 100 21015.31717.1-0.4
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹29.69
↓ -0.02
₹1,741 1,000 0.59.85.113.917-2.4
Motilal Oswal Multicap 35 Fund Growth ₹25.9557
↑ 0.03
₹13,247 500 -0.74.2-1.911.616.6-7.8
Canara Robeco Emerging Equities Growth ₹92.35
↑ 0.08
₹4,675 1,000 -2.63.70.612.815.8-9.3
HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91
₹37,850 500 2.9-1.23.116.615.5
Kotak Emerging Equity Scheme Growth ₹38.009
↓ -0.09
₹4,028 1,000 -33.10.6915.1-11.7
Franklin Build India Fund Growth ₹42.3986
↑ 0.07
₹1,256 500 -1.66.710.51015.1-10.7
Aditya Birla Sun Life India GenNext Fund Growth ₹82.6
↑ 0.26
₹1,011 1,000 -0.83.14.111.715-1.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 19
*Funds below are considering best CAGR returns for over 5 years and fund having atleast have market history (Fund age) of 5 year and have minimum 500 Crore of asset under management.

1. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 4 in Small Cap category.  Return for 2018 was -19.6% , 2017 was 78.7% and 2016 was 1.3% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (17 Jul 19) ₹50.5354 ↑ 0.22   (0.43 %)
Net Assets (Cr) ₹1,992 on 30 Apr 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio -0.74
Information Ratio 0.73
Alpha Ratio 4.86
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹15,322
30 Jun 16₹17,088
30 Jun 17₹22,223
30 Jun 18₹25,646
30 Jun 19₹25,878

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19

DurationReturns
1 Month -0.7%
3 Month -3.5%
6 Month 1.6%
1 Year -0.5%
3 Year 13%
5 Year 19.6%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
2009
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 135.45 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Industrials21.28%
Consumer Cyclical20.88%
Basic Materials19.25%
Financial Services12.43%
Consumer Defensive6.2%
Technology4.56%
Utility2.29%
Health Care2.27%
Real Estate1.03%
Asset Allocation
Asset ClassValue
Cash9.6%
Equity90.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
9%₹199 Cr
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹108 Cr1,077,439
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
5%₹105 Cr352,000
↑ 222,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
4%₹84 Cr3,134,750
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
4%₹80 Cr600,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
3%₹78 Cr1,800,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 17 | KIRLOSENG
3%₹78 Cr4,150,838
↑ 2,661,838
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | HDFCBANK
3%₹76 Cr310,000
Emami Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | 531162
3%₹75 Cr2,500,000
↑ 1,200,000
NIIT Ltd (Technology)
Equity, Since 30 Apr 19 | 500304
3%₹72 Cr7,000,000

2. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.4% since its launch.  Return for 2018 was -5.4% , 2017 was 49% and 2016 was 12.2% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (17 Jul 19) ₹53.558 ↑ 0.11   (0.21 %)
Net Assets (Cr) ₹7,271 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 0.16
Information Ratio 1.3
Alpha Ratio 6.04
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹13,778
30 Jun 16₹15,527
30 Jun 17₹20,943
30 Jun 18₹21,987
30 Jun 19₹24,956

Mirae Asset Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Mirae Asset Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19

DurationReturns
1 Month 1%
3 Month -0.7%
6 Month 7.2%
1 Year 11.3%
3 Year 16%
5 Year 19.4%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
2009
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 108.57 Yr.
Ankit Jain31 Jan 190 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services32.94%
Consumer Cyclical13.2%
Health Care12.59%
Basic Materials9.85%
Technology8.06%
Industrials7.92%
Consumer Defensive6.58%
Energy4.71%
Utility3.68%
Asset Allocation
Asset ClassValue
Cash0.48%
Equity99.52%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹456 Cr1,880,870
↑ 8,500
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹445 Cr10,510,939
↑ 380,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹312 Cr3,860,692
↓ -125,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 29 Feb 16 | 500800
3%₹244 Cr10,012,207
↓ -275,000
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 30 Sep 16 | BHARATFIN
3%₹238 Cr2,382,673
↑ 490,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹231 Cr1,738,513
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL
3%₹224 Cr4,592,613
↑ 1,135,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹219 Cr6,222,648
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹217 Cr3,739,873
↑ 368,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹215 Cr2,911,705
↑ 300,000

3. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 19.2% since its launch.  Return for 2018 was -0.4% , 2017 was 45.1% and 2016 was 21.1% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (17 Jul 19) ₹67.84 ↑ 0.19   (0.28 %)
Net Assets (Cr) ₹3,068 on 30 Apr 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.31
Information Ratio -0.13
Alpha Ratio -10.31
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹12,042
30 Jun 16₹13,032
30 Jun 17₹18,347
30 Jun 18₹18,659
30 Jun 19₹22,269

ICICI Prudential Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19

DurationReturns
1 Month 1.7%
3 Month 2%
6 Month 10%
1 Year 15.3%
3 Year 17%
5 Year 17.1%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
2010 32.8%
2009 77.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 171.71 Yr.
Roshan Chutkey29 Jan 181.08 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services89.55%
Asset Allocation
Asset ClassValue
Cash8.35%
Equity91.6%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
13%₹450 Cr10,300,046
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
10%₹346 Cr9,577,269
Treps
CBLO/Reverse Repo | -
10%₹319 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹291 Cr1,189,734
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
6%₹218 Cr17,895,811
↑ 1,194,874
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
6%₹188 Cr220,497
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹130 Cr3,350,444
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | LICHSGFIN
3%₹114 Cr2,049,132
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹107 Cr1,662,779
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
3%₹100 Cr1,234,079

4. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 21.5% since its launch.  Ranked 3 in Sectoral category.  Return for 2018 was -2.4% , 2017 was 47.6% and 2016 was 15.7% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (17 Jul 19) ₹29.69 ↓ -0.02   (-0.07 %)
Net Assets (Cr) ₹1,741 on 30 Apr 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.64
Sharpe Ratio 0.07
Information Ratio -0.5
Alpha Ratio -18.45
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹12,201
30 Jun 16₹13,896
30 Jun 17₹18,342
30 Jun 18₹19,906
30 Jun 19₹21,789

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19

DurationReturns
1 Month 1.4%
3 Month 0.5%
6 Month 9.8%
1 Year 5.1%
3 Year 13.9%
5 Year 17%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
2010
2009
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Satyabrata Mohanty14 Dec 135.13 Yr.
Dhaval Gala26 Aug 153.44 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services99.08%
Asset Allocation
Asset ClassValue
Cash0.92%
Equity99.08%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
17%₹308 Cr1,271,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
13%₹240 Cr5,670,190
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
10%₹178 Cr5,058,080
↑ 260,000
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
7%₹129 Cr2,183,900
↓ -130,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹127 Cr1,574,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹108 Cr312,931
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
5%₹99 Cr650,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
5%₹86 Cr3,668,828
↑ 1,000,000
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 14 | BHARATFIN
4%₹83 Cr832,607
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Aug 16 | 533519
4%₹76 Cr5,663,000

5. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.1% since its launch.  Ranked 5 in Multi Cap category.  Return for 2018 was -7.8% , 2017 was 43.1% and 2016 was 8.5% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (17 Jul 19) ₹25.9557 ↑ 0.03   (0.11 %)
Net Assets (Cr) ₹13,247 on 30 Apr 19
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.46
Information Ratio -0.09
Alpha Ratio -8.62
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹14,708
30 Jun 16₹15,230
30 Jun 17₹19,861
30 Jun 18₹21,644
30 Jun 19₹22,206

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19

DurationReturns
1 Month -0.6%
3 Month -0.7%
6 Month 4.2%
1 Year -1.9%
3 Year 11.6%
5 Year 16.6%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Abhiroop Mukherjee28 Apr 145.1 Yr.
Akash Singhania17 May 190.04 Yr.
Swapnil Mayekar10 Aug 153.81 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services46.51%
Technology12.44%
Consumer Cyclical12.01%
Energy9%
Industrials6.4%
Consumer Defensive6.29%
Health Care5.73%
Asset Allocation
Asset ClassValue
Cash3.19%
Equity96.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
10%₹1,393 Cr5,745,342
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹1,010 Cr12,500,000
↑ 1,898,732
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
7%₹982 Cr4,500,000
↑ 364,799
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹863 Cr5,540,750
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
6%₹835 Cr11,314,855
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹630 Cr1,817,855
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
4%₹614 Cr893,048
RBL Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | RBLBANK
4%₹605 Cr8,801,839
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
4%₹596 Cr13,499,586
↑ 368,686
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
4%₹583 Cr2,652,616

6. Canara Robeco Emerging Equities

To generate capital appreciation by primarily investing in diversified mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.8% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2018 was -9.3% , 2017 was 52.1% and 2016 was 2.6% .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (17 Jul 19) ₹92.35 ↑ 0.08   (0.09 %)
Net Assets (Cr) ₹4,675 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.29
Information Ratio 0.42
Alpha Ratio -1.23
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹13,553
30 Jun 16₹14,567
30 Jun 17₹19,327
30 Jun 18₹20,931
30 Jun 19₹21,733

Canara Robeco Emerging Equities SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Canara Robeco Emerging Equities

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19

DurationReturns
1 Month -0.8%
3 Month -2.6%
6 Month 3.7%
1 Year 0.6%
3 Year 12.8%
5 Year 15.8%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.3%
2017 52.1%
2016 2.6%
2015 13.1%
2014 96%
2013 3.2%
2012 48.9%
2011 -22.3%
2010 28.3%
2009 112.4%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Krishna Sanghavi16 Oct 180.37 Yr.
Miyush Gandhi2 Jul 180.66 Yr.

Data below for Canara Robeco Emerging Equities as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services31.74%
Industrials14.02%
Consumer Cyclical13.35%
Basic Materials11.14%
Technology7.17%
Health Care5.63%
Consumer Defensive4.27%
Utility3.52%
Energy3.17%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash2.95%
Equity97.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹309 Cr7,073,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
6%₹291 Cr1,189,000
Treps
CBLO/Reverse Repo | -
5%₹242 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 17 | LT
4%₹205 Cr1,319,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹199 Cr2,462,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹168 Cr4,647,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
3%₹156 Cr1,245,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
3%₹152 Cr5,539,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹144 Cr1,971,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | KOTAKBANK
3%₹139 Cr943,000

7. HDFC Balanced Advantage Fund

(Erstwhile HDFC Growth Fund and HDFC Prudence Fund)

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 23 in Dynamic Allocation category. .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund
Growth
Launch Date 11 Sep 00
NAV (05 Mar 19) ₹188.872 ↑ 2.91   (1.56 %)
Net Assets (Cr) ₹37,850 on 31 Jul 18
Category Hybrid - Dynamic Allocation
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.53
Sharpe Ratio 0.27
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹10,904
30 Jun 16₹11,297
30 Jun 17₹13,745

HDFC Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for HDFC Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19

DurationReturns
1 Month 2.6%
3 Month 2.9%
6 Month -1.2%
1 Year 3.1%
3 Year 16.6%
5 Year 15.5%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for HDFC Balanced Advantage Fund
NameSinceTenure

Data below for HDFC Balanced Advantage Fund as on 31 Jul 18

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.5% since its launch.  Ranked 12 in Mid Cap category.  Return for 2018 was -11.7% , 2017 was 43% and 2016 was 10.4% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (17 Jul 19) ₹38.009 ↓ -0.09   (-0.24 %)
Net Assets (Cr) ₹4,028 on 30 Apr 19
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.58
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹13,995
30 Jun 16₹15,666
30 Jun 17₹19,671
30 Jun 18₹20,564
30 Jun 19₹21,195

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19

DurationReturns
1 Month -0.5%
3 Month -3%
6 Month 3.1%
1 Year 0.6%
3 Year 9%
5 Year 15.1%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
2011 -26.6%
2010 21.2%
2009 77.7%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 108.62 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Apr 19

Equity Sector Allocation
SectorValue
Basic Materials27.32%
Financial Services20.23%
Consumer Cyclical15.48%
Industrials13.49%
Health Care8.57%
Consumer Defensive4.61%
Technology3.29%
Utility2.66%
Real Estate1.22%
Asset Allocation
Asset ClassValue
Cash2.76%
Equity97.24%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
4%₹160 Cr1,409,712
↑ 85,104
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹155 Cr1,895,467
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹148 Cr365,334
↑ 14,506
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 540611
3%₹142 Cr2,044,935
Triparty Repo
CBLO/Reverse Repo | -
3%₹142 Cr
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
3%₹138 Cr1,281,650
↑ 201,326
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹133 Cr257,636
↑ 18,340
RBL Bank Ltd (Financial Services)
Equity, Since 31 May 17 | RBLBANK
3%₹123 Cr1,786,133
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹122 Cr1,199,422
↑ 45,000
SRF Ltd (Basic Materials)
Equity, Since 31 Aug 15 | SRF
3%₹115 Cr404,205
↑ 356

9. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Ranked 4 in Sectoral category.  Return for 2018 was -10.7% , 2017 was 43.3% and 2016 was 8.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (17 Jul 19) ₹42.3986 ↑ 0.07   (0.18 %)
Net Assets (Cr) ₹1,256 on 30 Apr 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.73
Sharpe Ratio 0.25
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹14,077
30 Jun 16₹14,656
30 Jun 17₹17,980
30 Jun 18₹18,519
30 Jun 19₹20,991

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19

DurationReturns
1 Month -0.3%
3 Month -1.6%
6 Month 6.7%
1 Year 10.5%
3 Year 10%
5 Year 15.1%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
2011 -24.6%
2010 11.9%
2009
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 099.58 Yr.
Roshi Jain4 Sep 099.58 Yr.
Srikesh Nair1 Dec 153.33 Yr.

Data below for Franklin Build India Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services29.64%
Energy13.09%
Basic Materials12.23%
Industrials9.36%
Communication Services8.62%
Utility7.94%
Technology4.63%
Consumer Cyclical3.63%
Real Estate2.46%
Asset Allocation
Asset ClassValue
Equity92.45%
Other7.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
9%₹123 Cr2,900,000
↓ -100,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
8%₹106 Cr3,000,000
↓ -800,000
Call, Cash & Other Assets
Receivables | -
8%₹99 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹81 Cr1,000,000
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹70 Cr2,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
5%₹67 Cr275,000
↓ -50,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
5%₹66 Cr4,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹61 Cr1,500,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
4%₹53 Cr4,000,000
↑ 1,000,000
Vodafone Idea Ltd (Communication Services)
Equity, Since 31 Dec 14 | 532822
4%₹49 Cr35,000,000
↑ 31,000,000

10. Aditya Birla Sun Life India GenNext Fund

An Open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.

Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 8 in Sectoral category.  Return for 2018 was -1.6% , 2017 was 39.4% and 2016 was 7.4% .

Below is the key information for Aditya Birla Sun Life India GenNext Fund

Aditya Birla Sun Life India GenNext Fund
Growth
Launch Date 5 Aug 05
NAV (17 Jul 19) ₹82.6 ↑ 0.26   (0.32 %)
Net Assets (Cr) ₹1,011 on 30 Apr 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 0.72
Sharpe Ratio -0.05
Information Ratio 0.02
Alpha Ratio -1.45
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹13,465
30 Jun 16₹14,328
30 Jun 17₹17,696
30 Jun 18₹19,652
30 Jun 19₹20,758

Aditya Birla Sun Life India GenNext Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Aditya Birla Sun Life India GenNext Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19

DurationReturns
1 Month 0.8%
3 Month -0.8%
6 Month 3.1%
1 Year 4.1%
3 Year 11.7%
5 Year 15%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.6%
2017 39.4%
2016 7.4%
2015 7.5%
2014 51%
2013 4.8%
2012 46%
2011 -14.5%
2010 28.5%
2009 58.5%
Fund Manager information for Aditya Birla Sun Life India GenNext Fund
NameSinceTenure
Anil Shah23 Sep 135.52 Yr.
Chanchal Khandelwal26 Aug 153.6 Yr.

Data below for Aditya Birla Sun Life India GenNext Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services37.68%
Consumer Defensive21.66%
Consumer Cyclical18.71%
Health Care7.71%
Basic Materials7.66%
Industrials2.74%
Communication Services1.07%
Technology0.46%
Asset Allocation
Asset ClassValue
Cash2.27%
Equity97.69%
Other0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
8%₹80 Cr330,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | ICICIBANK
7%₹76 Cr1,790,000
↑ 250,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | ITC
5%₹53 Cr1,899,384
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 12 | HDFC
5%₹50 Cr231,000
↑ 55,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹35 Cr231,342
Clearing Corporation Of India Limited
CBLO | -
3%₹32 Cr
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | 500825
3%₹29 Cr100,000
↑ 30,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 29 Feb 16 | NESTLEIND
2%₹24 Cr21,155
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
2%₹24 Cr300,000
↑ 30,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 May 18 | 532978
2%₹22 Cr26,860

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Heera, posted on 5 Jan 19 4:26 PM

Great! Informative SIP Thread. Very well covered and presented.

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